In the latest episode of the ELEVATE Podcast Series, host Ellisha Jade is joined by Twenty7tec CEO James Tucker and Product Owner Jon Guerra Fernandez to officially introduce Steppl, our new client portal built to simplify the advice journey and strengthen long-term client relationships.
For many clients, getting financial advice still involves unnecessary friction. Information can be spread across emails, calls, documents and different systems, while advisers spend valuable time chasing information and completing administration.
Steppl has been created to change that.
It gives advisers and clients a secure digital environment to communicate, share information, complete tasks and manage documents, creating a simpler journey from the very beginning.
But Steppl isn’t just about onboarding.
One of the biggest themes explored in the episode is what happens after the transaction. James discusses the challenge of client retention and why firms need to think differently about maintaining relationships with the clients they’ve already worked hard to acquire.
As consumer expectations continue to evolve, the digital experience an advice firm provides is becoming an increasingly important part of that relationship. Clients are used to intuitive technology across almost every other area of their lives, and financial advice shouldn’t be the exception.
The episode also explores AI and automation, and how these technologies can support rather than replace advisers. Within Steppl, technology can reduce manual tasks such as extracting information from documents, while keeping the adviser involved in reviewing and validating that information.
The goal is simple: less time spent on unnecessary administration, more time spent advising and building relationships.
As James explains in the episode, great technology can help great advisers become even better, giving them the capacity to serve more clients while continuing to provide the expertise and human judgement that makes advice valuable.
Steppl represents the next stage of Twenty7tec’s vision for connected advice technology: helping firms create better digital experiences, maintain stronger relationships and move from individual transactions towards clients for life.
🎧 Watch the latest episode of ELEVATE to discover Steppl and hear James and Jon discuss what the future of the adviser-client relationship could look like.
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